Research & Reports

Insurers have long offered various types of asset allocation and rebalancing services to their variable contract holders, to help them diversify and manage the risk associated with their sub-accounts. In fact, the performance of models...

In the month of May we found just two new variable insurance portfolios filed, although we saw quite a few name changes, adjustments and new share classes which we’ll mention in our monthly look at...

We identified just three new variable insurance funds registered with the SEC in the month of April, the reduced activity probably because most new investment options had already been filed earlier, well in advance of...

Over the first few months of the year we’ve been noticing rather specialized variable insurance funds coming out, some “non-correlative” with the market – in that they may take an inverse position against an index...

In the new variable funds filed in February we noticed some general trends continuing, among them the offering of new types of funds-of-funds (F-of-Fs), which to us is not surprising given their frequent use in...

The batch of new variable funds registered with the SEC in January was marked by types that emphasize diversification and risk management, just as we’ve been seeing lately. We continue to see filings of funds-of-funds...

This commentary is the first in a regular series where we’ll look back at variable insurance funds filed with the SEC over the previous month. In these articles we will review as many new offerings...

One of the more significant developments in variable insurance over the past few years has been the emergence of various kinds of funds-of-funds as dominant in terms of gathering net new flows…